How we create bank account

Go to the Money Module and do the following:

• Go to Navigation bar on the top left corner to “create the bank account”. 
• Click the navigation bar; it will show you several tabs below. 
• Click on the first one, i.e., Money. 
• There are two options given below.

• You will land on the Bank Accounts dashboard showing existing accounts and balances. 

1. Click “Add Accounts.” 

• At the top of the page, click the “Add Accounts” button. 
• A new window will appear to enter bank account details.

2. Fill in Account Details 

• You will typically need to enter all account detail here,
• Scroll down the bank account and select the bank name. e.g. Emirates NBD, Rak Bank 
• Enter the client account title name like company’s name e.g. ABCD Trading LLC 
• Enter your account number. e.g. 12345600000 
• Enter the IBAN number. e.g. AEXXXXXXXXXXXX
• Sort code/ branch code given by the client. e.g. 012345 
• Select the currency in which the client has their bank account located. E.g. UAE, USD, etc.
• Then click on the submit button. 

• It will bring you back to the front window of the bank account.